Investment Strategy

MARKETS AND INVESTING June 14, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I’m going to start with the conclusion or take-away. Asset allocation (portfolio balance) is important regardless of the current interest rate environment. The fixed income allocation’s primary objective for many investors is principal protection and […]

MARKETS AND INVESTING June 11, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Labor Market Improvements Should Bolster Spending Tech-Oriented Business Investment Not Fading Investor Sentiment Toward Inflation Is Shifting This past weekend, the GOAT (Greatest of All Time) of women’s gymnastics, Simone Biles, notched her seventh US Championship title. […]

Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Production of containers should resolve shipping costs Commodity prices are receding from recent peaks Understanding the cyclical element of inflation It was just this time last year that shutdowns, cancellations and fears of traveling dominated the headlines and developing a widely available, effective vaccine […]

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. The S&P 500 continues to base out at highs (having done so since April 16th) with the catalyst being inflation uncertainty. Higher inflation is being driven, in our view, by an enormous demand vs. supply imbalance- resulting from […]